Compass: The AIC’s monthly newsletter
This month in Compass, it’s all about elections. Ian Cowie crosses the pond, biotech managers talk US politics and we examine how UK trusts fared under different governments.
Latest articles, press releases and videos
Queen’s Platinum Jubilee
Investment companies that have stood the test of time
The unique opportunity in Asia’s smaller companies
Portfolio manager Nitin Bajaj reviews the fundamental backdrop facing investors in Asia’s key economies. He discusses how extreme market dislocations are creating buying opportunities among small-cap value companies, particularly in China, and highlights how this translates into the current positioning of Fidelity Asian Values.
Three reasons why China could roar in the year of the tiger
A wave of policy tightening and stringent regulation targeting sectors from property to technology rocked global investment sentiment towards China in 2021. After a challenging period for Chinese investors, Dale Nicholls, portfolio manager of Fidelity China Special Situations, outlines his reasons as to why he believes China might roar back in the year of the tiger.
Record-breaking demand for VCTs boosts UK economic recovery
VCT managers comment on economic benefits, ESG and levelling up
Still roaring? Investment company managers on the outlook for China
Managers discuss the growth slowdown, regulation, monetary easing and ESG
Inflation and the stock market
Investment company managers on the outlook for equities.
Alex Denny and Gordon Humphries elected to AIC board
Peter Niven, Susie Farnon and Patrick Reeve re-elected.
AIC urges FCA to avoid misleading ESG claims
Investment companies should be held to the same standards as funds.
Record number of firms buying investment companies on adviser platforms
Purchases of £968m made in first nine months of 2021.
Opportunities abound in attractively valued Japan
Nicholas Price, portfolio manager of Fidelity Japan Trust, discusses why he maintains a positive outlook for Japanese stocks as we head into 2022.
Grounds for optimism in Europe
Sam Morse, portfolio manager of the Fidelity European Trust, assesses the outlook for Europe’s equity markets.
Emerging markets – from uncertainty to opportunity
As investors grapple with economic uncertainty and mounting regulation, the outlook for emerging markets may seem less positive. Against this backdrop, Fidelity Emerging Markets Limited portfolio manager Nick Price outlines why he expects to find opportunities amidst the uncertainty.
Thematic research
Third-party thematic research on investment companies can be found below.
QD view – Vietnam, big on ambition
QuotedData’s weekly news show 26th April 2024
Investing for growth
Find out what growth investing is and how it could help you achieve your long-term financial goals.
Recorded 1 November 2022.
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